Appointments
Lynx Appointments - Contacts Bridge
Appointment smart buttons and fields on contacts
lynx_appointments_contacts
· v19.0.1.3.0
What this solves
Lynx Appointments - Contacts Bridge
Appointment fields, smart buttons, and a "Send Appointment Link" action on every contact - so the sales rep schedules from the contact form without leaving it.
Most appointment scheduling starts from a contact record. Without this bridge, the rep tabs to the appointments app, finds the booking type, copies the link, and pastes it into chatter. This module collapses that into one button on the activity dialog, with a contact- level appointment count, customer preferences for location and resource, and communication preferences for email/SMS reminders.
Key Features
Appointment count smart button - the contact form shows total bookings with one-click drill-down.
Send Appointment Link button - appears in the Activity scheduling dialog; sends the booking URL and opens a follow-up reminder.
Auto follow-up - mail activity raised so the rep does not lose track if the customer does not book.
Customer preferences - preferred location and resource captured on the contact for quick re-use.
Communication preferences - per-contact email vs SMS reminder choice respected by the booking engine.
Auto-Installation
Installs automatically when both lynx_appointments and contacts are present. Bridges scheduling with contact records so reps work from one form, not three.
Integrates With
lynx_appointments - booking engine and link generator.
contacts - the partner form being extended.
Depends on
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